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AI Moat Shifts to Proprietary Data, Kimi K3 Inference Cost to Drop 10-50x

Published: 2026-07-21 15:17 Source: X: Rohan Paul (@rohanpaul_ai)

Larry Ellison points out that AI models are becoming commoditized due to using the same public data, and the real competitive moat is no longer the model itself but exclusive proprietary datasets.

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